Position in MSTR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,347
-$12,878 QoQ
Shares Held
27
-77.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#803
of 863 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $324,317 across 22 Software - Application names. MSTR ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
510 | $104,560 | |
| 2 | ADP |
Automatic Data Processing Inc
|
353 | $79,054 | |
| 3 | PAYX |
Paychex Inc
|
348 | $34,218 | |
| 4 | INTU |
Intuit Inc.
|
86 | $22,446 | |
| 5 | ROP |
Roper Technologies Inc
|
64 | $21,656 | |
| 6 | CRM |
Salesforce, Inc.
|
109 | $17,075 | |
| 7 | TYL |
Tyler Technologies Inc
|
43 | $12,575 | |
| 8 | WDAY |
Workday, Inc.
|
61 | $7,467 |
All Filings in MSTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,347 | 27 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $15,225 | 122 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,583 | 17 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,121 | 19 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,297 | 23 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,477 | 19 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,475 | 12 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||